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LUNCH AND LEARN!

Lunch & Learn!

Lunch & Learn is our FREE 30-45 minute training scheduled during a work day. We’ll present a topic and you can enjoy your lunch in a virtual community with other Epicor users. In general, we use an Epicor 10 environment for demonstrations.

We ask you to sign up (prior to 8am one business day before the event) via email to LunchNLearn at CodaBears dot com or call (630) 672-7688. Space is strictly limited. Dial-in information will be sent one to two days prior to the session.

Join the Lunch & Learn mailing list to be notified of upcoming topics.

Recordings of past Lunch & Learn sessions are available on the CodaBears YouTube Channel.
If you want to play all the videos in a loop, you can use this HTML page.

Upcoming topics

L&L AP Vendor Invoices (Purchase Receipts / 3 Way Matching)

Click here to add to your calendar. September 24 2024 12:00 pm September 24 2024 12:30 pm America/Chicago L&L AP Vendor Invoices (Purchase Receipts / 3 Way Matching) Once the goods are received on the dock, we need to pay our suppliers.  Today we’ll learn how to do a 3-way match in AP – purchase order, packing slip and invoice. 1350 Lake St Ste E Roselle, IL 60172 (Online Meeting) Barb Hemme

September 24, 2024, Noon CST

Once the goods are received on the dock, we need to pay our suppliers.  Today we’ll learn how to do a 3-way match in AP – purchase order, packing slip and invoice.

L&L AP Vendor Invoices (Miscellaneous)

Click here to add to your calendar. September 26 2024 12:00 pm September 26 2024 12:30 pm America/Chicago L&L AP Vendor Invoices (Miscellaneous) Not every supplier invoice will be on a purchase order.  How do you pay items such as rent or utilities?  Miscellaneous Invoice entry is a great way to handle these invoices.  It's easy to do once you know the tricks! Did you know that you can put a Miscellaneous Invoice against a job? Join us! 1350 Lake St Ste E Roselle, IL 60172 (Online Meeting) Barb Hemme

September 26, 2024, Noon CST

Not every supplier invoice will be on a purchase order.  How do you pay items such as rent or utilities?  Miscellaneous Invoice entry is a great way to handle these invoices.  It's easy to do once you know the tricks! Did you know that you can put a Miscellaneous Invoice against a job? Join us!

L&L AP Payments (Check, ACH, & Wire)

Click here to add to your calendar. October 3 2024 12:00 pm October 3 2024 12:30 pm America/Chicago L&L AP Payments (Check, ACH, & Wire) We've entered our AP invoice. Our suppliers need to be paid. In today's business environment it is common for companies to pay using several methods. This workshop will highlight the similarities and differences between payment methods. 1350 Lake St Ste E Roselle, IL 60172 (Online Meeting) Barb Hemme

October 3, 2024, Noon CST

We've entered our AP invoice. Our suppliers need to be paid. In today's business environment it is common for companies to pay using several methods. This workshop will highlight the similarities and differences between payment methods.

L&L Earliest Apply Date & Period Closing

Click here to add to your calendar. October 10 2024 12:00 pm October 10 2024 12:30 pm America/Chicago L&L Earliest Apply Date & Period Closing Earliest Apply Date Entry helps control when business transactions can be posted to open fiscal periods. It allows you to set a specific date to resume transaction postings, either by module or across the entire company. The Earliest Apply Date on the Detail card marks the first date when financial transactions can be applied. This feature ensures that transactions don't post until you’re ready, giving you more control over financial periods and preventing accidental postings. 1350 Lake St Ste E Roselle, IL 60172 (Online Meeting) Ron Stevenson

October 10, 2024, Noon CST

Earliest Apply Date Entry helps control when business transactions can be posted to open fiscal periods. It allows you to set a specific date to resume transaction postings, either by module or across the entire company. The Earliest Apply Date on the Detail card marks the first date when financial transactions can be applied. This feature ensures that transactions don't post until you’re ready, giving you more control over financial periods and preventing accidental postings.

L&L Account Structure & Segments

Click here to add to your calendar. October 15 2024 12:00 pm October 15 2024 12:30 pm America/Chicago L&L Account Structure & Segments The "Financials: Account Structure & Segments" presentation explains how the Chart of Accounts forms the foundation of a company's financial system in Epicor. Each account is composed of segments that define the categories used for tracking transactions in the general ledger, such as departments or locations. This segmented structure ensures accurate reporting and allows businesses to tailor their financial data, ensuring clear and comprehensive insights. 1350 Lake St Ste E Roselle, IL 60172 (Online Meeting) Ron Stevenson

October 15, 2024, Noon CST

The "Financials: Account Structure & Segments" presentation explains how the Chart of Accounts forms the foundation of a company's financial system in Epicor. Each account is composed of segments that define the categories used for tracking transactions in the general ledger, such as departments or locations. This segmented structure ensures accurate reporting and allows businesses to tailor their financial data, ensuring clear and comprehensive insights.

L&L GL Control Codes

Click here to add to your calendar. October 17 2024 12:00 pm October 17 2024 12:30 pm America/Chicago L&L GL Control Codes GL Control Codes bring precision to financial transactions by linking specific general ledger accounts to transaction types, ensuring the right accounts receive the correct financial impact. With about 60 transaction types and around 50 posting rules, the system handles routine activities seamlessly. It follows predefined codes in the account context to post transactions accurately, whether through standard or extended posting rules. This structured, automated approach keeps financial reporting accurate and smooth, simplifying complex processes across various business operations. 1350 Lake St Ste E Roselle, IL 60172 (Online Meeting) Ron Stevenson

October 17, 2024, Noon CST

GL Control Codes bring precision to financial transactions by linking specific general ledger accounts to transaction types, ensuring the right accounts receive the correct financial impact. With about 60 transaction types and around 50 posting rules, the system handles routine activities seamlessly. It follows predefined codes in the account context to post transactions accurately, whether through standard or extended posting rules. This structured, automated approach keeps financial reporting accurate and smooth, simplifying complex processes across various business operations.

L&L Research & Development Credits

Click here to add to your calendar. October 24 2024 12:00 pm October 24 2024 12:30 pm America/Chicago L&L Research & Development Credits How to track R&D efforts using Project Management in Epicor. We will cover the management of expenses and jobs related to R&D projects, with a focus on tracking through various modules like Document Management, Time & Attendance, Reporting & Analytics, and Compliance. This structure helps streamline R&D operations, ensuring accurate tracking and reporting for financial credits and compliance requirements, ultimately supporting more efficient research and development efforts within a business. 1350 Lake St Ste E Roselle, IL 60172 (Online Meeting) Calvin Dekker

October 24, 2024, Noon CST

How to track R&D efforts using Project Management in Epicor. We will cover the management of expenses and jobs related to R&D projects, with a focus on tracking through various modules like Document Management, Time & Attendance, Reporting & Analytics, and Compliance. This structure helps streamline R&D operations, ensuring accurate tracking and reporting for financial credits and compliance requirements, ultimately supporting more efficient research and development efforts within a business.

L&L Purchasing with Blanket versus Kanban Purchase Orders

Click here to add to your calendar. October 29 2024 12:00 pm October 29 2024 12:30 pm America/Chicago L&L Purchasing with Blanket versus Kanban Purchase Orders The presentation covers various aspects of Purchase Management in Epicor, including Part Setup for Warehouse & Bin, Blanket and Kanban POs, Purchase Order Setup, and PO Approvals. It emphasizes best practices like adding releases, automating PO updates, and handling estimated annual vs. monthly usage (EAU vs. MEU). It also discusses blocking mistakes, verifying PO updates with buyers, and managing a dashboard for expiring and maximized blanket POs, streamlining procurement processes for improved efficiency. 1350 Lake St Ste E Roselle, IL 60172 (Online Meeting) Patrick

October 29, 2024, Noon CST

The presentation covers various aspects of Purchase Management in Epicor, including Part Setup for Warehouse & Bin, Blanket and Kanban POs, Purchase Order Setup, and PO Approvals. It emphasizes best practices like adding releases, automating PO updates, and handling estimated annual vs. monthly usage (EAU vs. MEU). It also discusses blocking mistakes, verifying PO updates with buyers, and managing a dashboard for expiring and maximized blanket POs, streamlining procurement processes for improved efficiency.

L&L WIP Inventory Reconciliation & COS/WIP Capture

Click here to add to your calendar. October 31 2024 12:00 pm October 31 2024 12:30 pm America/Chicago L&L WIP Inventory Reconciliation & COS/WIP Capture The purchasing department and the shop floor have been busy. But they don’t realize what a "mess" they have created for accounting. Let's learn about the timing of capturing those costs and how to discover where they originated so we can fix current and future transactions. And, it won't be too spooky! 1350 Lake St Ste E Roselle, IL 60172 (Online Meeting) Barb Hemme

October 31, 2024, Noon CST

The purchasing department and the shop floor have been busy. But they don’t realize what a "mess" they have created for accounting. Let's learn about the timing of capturing those costs and how to discover where they originated so we can fix current and future transactions. And, it won't be too spooky!

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